Practice

Often advisors cross the finish line of their careers only to sell their books of business at half their value. Don't let that happen to you.

(Bloomberg) -- Illinois legislative leaders reached a tentative agreement on fixing the worst-funded U.S. public pension system and will submit it to lawmakers for a vote Dec. 3, according to a spokesman for Senate President John Cullerton. “The Senate president will be debriefing members of his caucus in the coming days in hopes of garnering support,” Ronald Holmes said in an e-mail. …

Some academics maintain that if a client obtains an immediate annuity, it pays an income stream for life and the individual is less likely to outlive his or her money. But of course, many planners often see issues with this in real-life situations.

Challenges to social media protocols by employees fired for violating them are succeeding with increasing frequency.

Not only are the requirements of the Affordable Care Act difficult and complicated for businesses to understand, but in many cases those aspects that businesses and their advisors think they understand are already slated to change in the future, according to one expert.

The top U.S. derivatives regulator gave Wall Street two months to abide by a new policy imposing Dodd-Frank Act rules on banks when they arrange trades domestically and then book them overseas.

The more your home page talks about prospects, the more they will want to explore. So stop talking about yourself and talk about what your clients are interested in – themselves and their special needs.

With my startup growing more slowly than I'd hoped, I've tried to find strategies that keep me focused and confident.

As November draws to a close, we looked back on some of our most popular stories. Here are the month’s top picks.

In case you missed them, here are the five most popular, well-read and shared stories of November from On Wall Street.